Posts Tagged ‘wealth management’
I don’t want to lose money! What should I do?
I have never heard anyone say they want to lose money! As we move closer to retirement and beyond, losing money becomes a bigger concern for most people, you…Read More
Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest? We often hear the question at Bertram Financial. When determining whether bonds are a safe way to invest, conventional wisdom tells us that…Read More
Can You Afford Long Term Care?
On the radio someone texted in a question for me that I want to make sure we answer for everyone. The question was, “How does long term care fit…Read More
I don’t want to lose money! What do I do?
The market started this week with an up day Monday recovering from some of the losses last week, but as of writing this Tuesday, it is down again. I see…Read More
More than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…Read More
Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”
Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since everybody has access to…Read More